Joseph Carlson After Hours on $MCO (Nov 2, 2026)
Moody's looks close to fair value: the speaker puts fair value at $500 per share and sees the stock about 1-2% overvalued, so he is holding off on buying more. That is his reference for what he will pay, not a forecast of poor performance; the company is very strong, but after a good recent recovery from $400 earlier this year the valuation gap has narrowed, and a forward P/E of 28 keeps him from adding.
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Next is " Moody's", which is the eleventh item in my portfolio , with a value of $53,000 and profits of $12,000. As for Moody's, I think it's another company that's very close to its fair value.
I estimate its value at $500 per share . So, based on this estimate, Moody's is overvalued by 1 or 2%.
This does not mean that the stock's performance will not be good. Fair value in this case is a reference to what I believe is worth paying to buy more shares. Currently, I am holding off on Moody's because its forward price-to-earnings ratio is 28.
Although the company is very strong, it has seen a good recovery recently. You could have bought it earlier this year for $400 per share. The price gap was much larger. Therefore, there were many opportunities to buy this stock, but the price has recently increased.
The valuation gap has narrowed and I believe it is at its fair value today.
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Joseph Carlson After Hours has 3 calls on this stock; only the adjacent ones are shown.